13F HOLDINGS REPORT
Tensile Capital Management LP
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001214659-25-016664
Total Value
$800,371
Positions
22
Other Managers
0
Confidential Omitted
No
Holdings (22)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VERTEX INC | VERX | 3,804,409 | $94,311 | 11.78% |
| 2 | DICKS SPORTING GOODS | 253393102 | 357,844 | $79,520 | 9.94% |
| 3 | VALVOLINE INC | VVV | 2,078,843 | $74,651 | 9.33% |
| 4 | LITHIA MTRS INC | 536797103 | 235,527 | $74,427 | 9.30% |
| 5 | US FOODS HLDG CORP | USFD | 764,042 | $58,541 | 7.31% |
| 6 | Q2 HOLDINGS INC | QTWO | 779,767 | $56,447 | 7.05% |
| 7 | CROWN HOLDINGS INC COM STK | CCK | 533,165 | $51,498 | 6.43% |
| 8 | CLEARWATER ANALYTICS HLDGS I | CWAN | 2,524,672 | $45,495 | 5.68% |
| 9 | BLACKLINE INC | BL | 812,685 | $43,154 | 5.39% |
| 10 | ATLANTA BRAVES HOLDINGS INC | BATRB | 753,907 | $31,355 | 3.92% |
| 11 | NCINO INC | NCNO | 901,539 | $24,441 | 3.05% |
| 12 | CHAMPION HOMES INC | SKY | 308,162 | $23,534 | 2.94% |
| 13 | ALIGHT INC. | ALIT | 6,948,894 | $22,653 | 2.83% |
| 14 | PRO HOLDINGS INC | 74346Y103 | 974,126 | $22,317 | 2.79% |
| 15 | EQUINIX INC | EQIX | 27,892 | $21,846 | 2.73% |
| 16 | VALARIS LTD | VAL-WT | 389,419 | $18,992 | 2.37% |
| 17 | CENTURI HOLDINGS INC | CTRI | 812,088 | $17,192 | 2.15% |
| 18 | NOBLE CORP PLC | NE-WT | 452,611 | $12,800 | 1.60% |
| 19 | ACADEMY SPORTS & OUTDOORS | ASO | 194,875 | $9,748 | 1.22% |
| 20 | HELIX ENERGY SOLUTIONS GRP I | 42330P107 | 1,290,959 | $8,469 | 1.06% |
| 21 | WATERBRIDGE INFRASTRUCTURE L | WBI | 300,000 | $7,566 | 0.95% |
| 22 | RUSH ENTERPRISES INC | RUSHB | 26,454 | $1,414 | 0.18% |